Difference between revisions of "Data Administration"
From Commence CRM-Help
(5 intermediate revisions by the same user not shown) | |||
Line 3: | Line 3: | ||
== Garbage == | == Garbage == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Garbage Garbage] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Garbage Garbage] | ||
− | When an account record is deleted it is sent to a holding center called '''Garbage''' where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the '''Attic''' for safekeeping | + | When an account record is deleted it is sent to a holding center called '''Garbage''' where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the '''Attic''' for safekeeping. |
== Attic == | == Attic == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Attic Attic] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Attic Attic] | ||
− | The '''Attic''' is a secondary file storage center specifically for files that have been moved from '''Garbage'''. Files in the Attic may be saved there, permanently deleted, or restored to their original location | + | The '''Attic''' is a secondary file storage center specifically for files that have been moved from '''Garbage'''. Files in the Attic may be saved there, permanently deleted, or restored to their original location. |
== Merge and Purge == | == Merge and Purge == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Merge and Purge Merge and Purge] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Merge and Purge Merge and Purge] | ||
− | The '''Merge and Purge''' tool provides a convenient way to compare and merge duplicate account and contact records | + | The '''Merge and Purge''' tool provides a convenient way to compare and merge duplicate account and contact records. |
== Global Replace == | == Global Replace == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Global Replace Global Replace] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Global Replace Global Replace] | ||
− | The | + | The '''Global Replace''' function allows you to make system-wide changes to accounts, contacts or other system functions. |
− | == Audit Trail == | + | == Audit Trail == |
− | + | The Commence On Demand '''Audit Trail''' provides a documented history of any record that was updated or modified in the system. It identifies the record modified, the date and time of the update and who in the organization made the modification. | |
− |
Latest revision as of 17:04, 18 October 2012
Administrators can perform several unique data management functions including data restoration and archiving, record merging and purging and global data replacement.
Garbage
When an account record is deleted it is sent to a holding center called Garbage where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the Attic for safekeeping.
Attic
The Attic is a secondary file storage center specifically for files that have been moved from Garbage. Files in the Attic may be saved there, permanently deleted, or restored to their original location.
Merge and Purge
The Merge and Purge tool provides a convenient way to compare and merge duplicate account and contact records.
Global Replace
The Global Replace function allows you to make system-wide changes to accounts, contacts or other system functions.
Audit Trail
The Commence On Demand Audit Trail provides a documented history of any record that was updated or modified in the system. It identifies the record modified, the date and time of the update and who in the organization made the modification.